TF
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Tandem Financial’s Dimensional Global Core Plus Fixed Income ETF DFGP Stock Holding History

Tandem Financial’s Portfolio DFGP Stock Details DFGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$957K Sell
17,570
-2,439
-12% -$133K 0.29% 55
2026
Q1 		$1.08M Buy
+20,009
New +$1.09M 0.34% 52
2025
Q4 		– Sell
-20,009
Closed -$1.11M – 59
2025
Q3 		$1.11M Buy
+20,009
New +$1.1M 0.41% 39

Other funds holding DFGP

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
VBA
von Borstel & Associates The Dalles, Oregon $488M AUM 19.82% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
W
WPWealth Fort Worth, Texas $674M AUM 15.87% 1-Year Est. Return
RWM
Ruedi Wealth Management Champaign, Illinois $426M AUM 17.45% 1-Year Est. Return
CW
Curio Wealth Annapolis, Maryland $322M AUM 16.26% 1-Year Est. Return
IAS
Integrity Advisory Solutions Dallas, Texas $972M AUM 20.13% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return

Tandem Financial's DFGP Position: Q2 2026 in Review

Tandem Financial reduced its Dimensional Global Core Plus Fixed Income ETF (DFGP) stake by 12% in Q2 2026, selling an estimated $133K and leaving 17,570 shares worth $957K. The position accounts for 0.29% of the portfolio, ranked #55.

Tandem Financial first reported a position in DFGP in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.11M in Q3 2025. 184 funds tracked by Wall St. Rank hold DFGP as of Q2 2026.

  • Tandem Financial held 17,570 shares of Dimensional Global Core Plus Fixed Income ETF worth $957K as of Q2 2026.
  • Tandem Financial sold 2,439 Dimensional Global Core Plus Fixed Income ETF shares in Q2 2026, an estimated $133K.
  • Dimensional Global Core Plus Fixed Income ETF made up 0.29% of Tandem Financial's portfolio in Q2 2026, its #55 holding.
  • Tandem Financial first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q3 2025 and has held it in 3 quarters since.
  • Tandem Financial's Dimensional Global Core Plus Fixed Income ETF position peaked at $1.11M in Q3 2025.
  • 184 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q2 2026.

Based on Tandem Financial's 13F filing for Q2 2026, filed 14 Aug 2026.